Reports - Shared access

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What permissions does shared Access grant a user access to the shared account's reports? In other words, people who use a shared account will want to see its reports.

Alexandre.AugustoAnswer

Docusign Employee

Hello, @Obed247

Welcome to the DocuSign Community!

To achieve the described scenario where you want an user to see all available reports including the customized ones, you need to create a customized Permission Profile granting Report permissions.

After created the Delegated Permission Profile, you can edit that user and change to this new created Permission Profile.

All details that you need is in this article: https://support.docusign.com/s/document-item?language=en_US&bundleId=lye1642705772274&topicId=ibs1634163357926.html&_LANG=enus

I hope that helps!

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Obed247

Welcome to the DocuSign Community!

To achieve the described scenario where you want an user to see all available reports including the customized ones, you need to create a customized Permission Profile granting Report permissions.

After created the Delegated Permission Profile, you can edit that user and change to this new created Permission Profile.

All details that you need is in this article: https://support.docusign.com/s/document-item?language=en_US&bundleId=lye1642705772274&topicId=ibs1634163357926.html&_LANG=enus

I hope that helps!

Alexandre

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Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

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nathaly.monge

Docusign Employee

Hello @Obed247 ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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